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SEI INVESTMENTS CO: ULS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on ULS, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 280,708 ULS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280,708 shares
    Change vs previous 13F +77,632 shares

    0.03% of the 13F portfolio, value $28,592,940.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 203,076 shares
    Change vs previous 13F +27,165 shares

    0.02% of the 13F portfolio, value $17,405,772.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 175,911 shares
    Change vs previous 13F +9,722 shares

    0.01% of the 13F portfolio, value $13,872,324.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 166,189 shares
    Change vs previous 13F +74,584 shares

    0.01% of the 13F portfolio, value $11,776,106.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 91,605 shares
    Change vs previous 13F +38,363 shares

    0.01% of the 13F portfolio, value $6,674,381.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 53,242 shares
    Change vs previous 13F +36,266 shares

    <0.01% of the 13F portfolio, value $3,002,871.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,976 shares
    Change vs previous 13F -12,118 shares

    <0.01% of the 13F portfolio, value $846,941.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,094 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,434,339.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).